Global Retirement Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
+57,999
| New | +$2.49M | 0.06% | 284 |
|
|
2024
Q4 | $2.43M | Buy |
56,019
+420
| +0.8% | +$18.2K | 0.07% | 266 |
|
|
2024
Q3 | $2.38M | Buy |
55,599
+1,638
| +3% | +$70.1K | 0.07% | 261 |
|
|
2024
Q2 | $2.1M | Buy |
53,961
+13,581
| +34% | +$528K | 0.07% | 269 |
|
|
2024
Q1 | $1.57M | Buy |
40,380
+3,603
| +10% | +$140K | 0.06% | 276 |
|
|
2023
Q4 | $1.33M | Buy |
36,777
+3,187
| +9% | +$115K | 0.06% | 281 |
|
|
2023
Q3 | $913K | Sell |
33,590
-5,469
| -14% | -$149K | 0.05% | 324 |
|
|
2023
Q2 | $1.19M | Buy |
39,059
+3,059
| +8% | +$92.8K | 0.06% | 286 |
|
|
2023
Q1 | $1.01M | Buy |
36,000
+6,068
| +20% | +$171K | 0.05% | 303 |
|
|
2022
Q4 | $1.29M | Sell |
29,932
-2,054
| -6% | -$88.4K | 0.09% | 223 |
|
|
2022
Q3 | $1.43M | Buy |
31,986
+1,583
| +5% | +$70.9K | 0.11% | 193 |
|
|
2022
Q2 | $1.44M | Buy |
30,403
+982
| +3% | +$46.6K | 0.12% | 190 |
|
|
2022
Q1 | $1.38M | Buy |
+29,421
| New | +$1.38M | 0.11% | 195 |
|
|
2021
Q4 | – | Sell |
-24,642
| Closed | -$1.45M | – | 1636 |
|
|
2021
Q3 | $1.45M | Buy |
24,642
+610
| +3% | +$35.8K | 0.14% | 150 |
|
|
2021
Q2 | $1.33M | Buy |
24,032
+1,496
| +7% | +$83K | 0.14% | 151 |
|
|
2021
Q1 | $1.31M | Buy |
22,536
+805
| +4% | +$46.9K | 0.15% | 134 |
|
|
2020
Q4 | $1.04M | Sell |
21,731
-14,542
| -40% | -$697K | 0.13% | 150 |
|
|
2020
Q3 | $1.38M | Buy |
36,273
+608
| +2% | +$23.1K | 0.2% | 111 |
|
|
2020
Q2 | $1.34M | Buy |
35,665
+1,125
| +3% | +$42.2K | 0.21% | 107 |
|
|
2020
Q1 | $1.07M | Sell |
34,540
-61
| -0.2% | -$1.88K | 0.2% | 110 |
|
|
2019
Q4 | $1.95M | Buy |
34,601
+7,564
| +28% | +$426K | 0.3% | 75 |
|
|
2019
Q3 | $1.44M | Buy |
27,037
+1,336
| +5% | +$71.3K | 0.24% | 96 |
|
|
2019
Q2 | $1.26M | Buy |
25,701
+1,138
| +5% | +$55.9K | 0.24% | 83 |
|
|
2019
Q1 | $1.14M | Buy |
24,563
+1,407
| +6% | +$65.5K | 0.28% | 71 |
|
|
2018
Q4 | $1M | Buy |
23,156
+439
| +2% | +$19K | 0.26% | 83 |
|
|
2018
Q3 | $1.1M | Buy |
22,717
+238
| +1% | +$11.6K | 0.25% | 86 |
|
|
2018
Q2 | $1.13M | Sell |
22,479
-7
| -0% | -$353 | 0.29% | 72 |
|
|
2018
Q1 | $1.17M | Buy |
22,486
+303
| +1% | +$15.8K | 0.32% | 64 |
|
|
2017
Q4 | $1.1M | Buy |
22,183
+20,818
| +1,525% | +$1.04M | 0.3% | 61 |
|
|
2017
Q3 | $64K | Hold |
1,365
| – | – | 0.03% | 391 |
|
|
2017
Q2 | $62K | Buy |
1,365
+150
| +12% | +$6.81K | 0.03% | 372 |
|
|
2017
Q1 | $54K | Buy |
1,215
+225
| +23% | +$10K | 0.03% | 365 |
|
|
2016
Q4 | $47K | Buy |
+990
| New | +$47K | 0.03% | 363 |
|